Private Wealth Management Group’s ATI ATI Stock Holding History

Private Wealth Management Group’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.9K	Sell	63 -3	-5%	-$599	﹤0.01%	582
2026 Q2	$13K	Hold	66	–	–	﹤0.01%	511
2026 Q1	$9.6K	Sell	66 -36	-35%	-$5.01K	﹤0.01%	532
2025 Q4	$11.7K	Hold	102	–	–	﹤0.01%	467
2025 Q3	$8.3K	Hold	102	–	–	﹤0.01%	584
2025 Q2	$8.81K	Sell	102 -33	-24%	-$2.26K	﹤0.01%	528
2025 Q1	$7.02K	Sell	135 -1	-0.7%	-$57	﹤0.01%	592
2024 Q4	$7.49K	Hold	136	–	–	﹤0.01%	586
2024 Q3	$9.1K	Hold	136	–	–	﹤0.01%	482
2024 Q2	$7.54K	Sell	136 -96	-41%	-$5.38K	﹤0.01%	540
2024 Q1	$11.9K	Hold	232	–	–	0.01%	368
2023 Q4	$10.6K	Buy	+232	New	+$9.6K	0.01%	395

Other funds holding ATI

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Private Wealth Management Group's ATI Position: Q3 2026 in Review

Private Wealth Management Group reduced its ATI (ATI) stake by 4.5% in Q3 2026, selling an estimated $599 and leaving 63 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Private Wealth Management Group first reported a position in ATI in Q4 2023 and has held it in 12 quarters since. The position peaked at $13K in Q2 2026. 575 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

Private Wealth Management Group held 63 shares of ATI worth $11.9K as of Q3 2026.
Private Wealth Management Group sold 3 ATI shares in Q3 2026, an estimated $599.
ATI made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #582 holding.
Private Wealth Management Group first reported a position in ATI in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's ATI position peaked at $13K in Q2 2026.
575 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.